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I have an Essentials client who has changed banks and closed a number of old bank accounts. In the chart of accounts I have set these accounts as inactive.
In the Cash at Bank section of the report, Advisor lists all the accounts including the inactive ones showing the balance as $0.
This makes this part of the report look quite silly. Is there a way to have the report ignore the inactive accounts that have a $0 balance?
Thanks for pointing this one out Alan. We'll investigate.